Heritage Wealth Advisors Ishares Msci Kld 400 Social Et Transaction History
Heritage Wealth Advisors
- $2.06 Billion
- Q3 2024
A detailed history of Heritage Wealth Advisors transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Heritage Wealth Advisors holds 180 shares of DSI stock, worth $20,448. This represents 0.0% of its overall portfolio holdings.
Number of Shares
180
Previous 180
-0.0%
Holding current value
$20,448
Previous $18,000
5.56%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DSI
# of Institutions
573Shares Held
26MCall Options Held
3KPut Options Held
800-
Morgan Stanley New York, NY4.87MShares$553 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.18MShares$248 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$177 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.53MShares$173 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN983KShares$112 Million0.03% of portfolio